What happens if I don’t provide the information requested or my identity can’t be verified?
Your firm may not be able to open an account or carry out transactions for you. If your firm has already opened an account for you, they may have to close it.
Have you experienced any problems with your advisor/representative or accounts?
Carter, Terry & Co. Inc. wants to ensure that all its customers are provided with the address and phone number of the department within the firm to address any problems or concerns. You can contact the Compliance Department at 1-800-848-9555 or by writing us at:
Carter, Terry & Co. Inc.
Attn: Compliance Department
3060 Peachtree Road
S-1400 Atlanta, GA 30305
We thank you for your patience and hope that you will support the financial industry’s efforts to deny terrorists and money launderers access to America’s financial system.
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